introductory excel 2000,xp and 2003 for windows lab modeling finance

Introductory Excel 2000,XP and 2003 for Windows

LAB MODELING FINANCE

Course Objectives

• In this course you will learn how to:• Identify the disadvantages of paper spreadsheets and the

advantages of electronic spreadsheets by exploring both. • Create a basic worksheet by entering text, values, and formulas. • Create formulas by using Excel’s built-in functions. • Move and copy data by using shortcut menus, drag-and-drop

editing, and toolbar buttons. • Change the appearance of worksheet data by using a variety of

formatting techniques. • Prepare a document for printing by using the spell checking

feature and a variety of printing options. • Use the three-dimensional aspect of the Excel workbook

environment by creating formulas that refer to cells on multiple worksheets.

• Save an Excel workbook as a Web page.

Attendee Introductions

• Your name

• Current position

• Background in Microsoft Office

• Expectations

Excel Window Structure

Menu Bar and Toolbars

• Menu bar

• Standard toolbar

• Formatting toolbar

Other Toolbars

• View / Toolbars

Document Navigation Controls

• Standard navigation controls– Vertical, Horizontal scrollbars– Previous heading, next heading buttons

• Document Navigator(Select Browse Object button)– Allow browsing by different types of

objects(pages, headings, sections, graphics,etc.)

Types of data

• Numbers: either positive or negative and include fractional parts(1,2,-6,+7.767)

• Equations: start with equal sign

• Text: text does not start with a digit or the equal sign

numbers 34.45

equations =7-3

textHello over there

Templates

How to open template?

• Template files contain style and formatting information– Denoted by extension (*.dot)

• Unless specified otherwise, NORMAL.DOT is default document template

• You should make a backup copy of your NORMAL.DOT template in another directory

Excel basics

•The paper spreadsheet

•The Excel program

•The workbook environment

The paper spreadsheet

• What is Excel 2000– Mature, full-featured spreadsheet application– Used for number crunching, manipulation data

• Powerful graphing capabilities for presenting, comparing data sets,

– Tight integration with other Office 2000 applications facilitates data exchange

The workbook environment

• Fundamental Excel “document”

• Consist of multiple worksheets– Individual worksheets selected by worksheet

tab (at bottom of worksheet)– Default is three worksheets, but can be

changed– Saved together as one file with extension .xls

Selection (Cell) Reference

Row headers

Selected Cell Column Headers

Toolbars

The workbook environment (continue…)

• Worksheet structure– 256 columns (labeled from A to IV)

• A, B, C…AA,AB,AC…BA,BB,BC…etc.

– 65,536 rows

• Cells and cell ranges– A cell is denoted by the intersection of a column and

row• Column A, Row 1 is referred to as cell A1

– A cell range is a group of cells • Denoted by two cell numbers separated by a colon (A1:B3)

Entering data and navigating in a worksheet

•Entering and correcting data •Saving a file •Using formulas •Opening a second file

•Navigation and movement techniques

Entering and correcting data

• Cursor appears as a cross

• When you click on a cell the cell is highlighted

Entering and correcting data

• Select cell by placing cross shaped cell pointer over cell• Type data, then press <Enter>

– Data is automatically entered if a new cell is selected – Tip: to left align data type apostrophe symbol(‘) before data

value

• Navigating within a worksheet

To move Navigation Control

Right or left (one cell) or

Up or down (one cell) or

Beginning or end or row Home or End +

First cell (uppermost left cell:A! Ctrl +Home

Last cell containing data (bottom right cell)

Ctrl + End

Saving a file

• File / Save

Using formulas

• What is formula?– Expression that calculates a value based on contents

of other cells – A cell containing a formula will automatically display

the calculated value• Value is recalculated whenever content of cells in formula are

changed

– Formulas always begin with an equal sign (=)• Allows Excel to distinguish between data values and

formulas

Using formulas (continue)

• The formula can be expressed in any of the following ways:

• =B4+B5+B6+B7 <ENTER>• =SUM(C4:C7) <ENTER>• =SUM(Difference)

What is function?

• A predefined expression (such as SUM or Average

• Excel features over 250 predefined functions for common operations

Navigation and movement techniques

• Up one cell UP ARROW• Down one cell DOWN ARROW• Right one cell TAB, RIGHT ARROW• Left one cell LEFT ARROW• First active cell of the current row HOME• Last active cell of the current row END• Down one screen Page Down• Up one screen Page Up• To cell A1 Ctrl + Home• The the last cell with data Ctrl + End

Modifying a workbook

•Working with ranges

•Working with functions

•Editing cell contents

Working with ranges

• Giving meaningful names to cells and ranges makes it easier to refer to them

• Do not use spaces

• CTRL +F3 – opens the Define Name dialog box

• You can use named ranges instead of cell references in formulas

Working with functions

=SUM(A1,C12,D4)

=SUM(A1-D4)

=AVERAGE()

=MAX()

=MIN()

=IF()

Editing cell contents

• Click on the cell and start typing to delete the previous contents of the cell

• After typing click on Enter key or Enter button on the Formula Bar or other cell to enter your text or numbers

Moving and copying data

•Inserting rows and ranges •Moving data •Copying data •Absolute references

•Using the Fill Series feature

Inserting rows, columns and ranges

• Insert\Rows• Insert\Columns• Insert\Cells

Moving data and Copying data

• Cut, Copy, Paste and Paste Special

Absolute references

• Relative addressing (change relative to the cell from which the formula is being copied)

• Absolute addressing (used to refer to specific cell)

Using the Fill Series feature

Fill handle

AutoFill feature is used to enter a series of data (Numbers, days, months,…)

Formatting a worksheet

•Formatting a worksheet

•Number formats and text alignment

•Copying and pasting formats

•Special and custom formatting

Formatting a worksheet

• Set up the following spreadsheet

• Select cells B2 through D2 by clicking in cell B2, holding down the left mouse button and dragging the cursor over to cell D2.

Number formats and text alignment

Special and custom formatting

Printing a worksheet

• Checking spelling • Using the Print Preview command • Printing a large worksheet

• Additional print options

Checking spelling

• Tools\Spelling

Using the Print Preview command

Printing a large worksheet

Additional print options

Save an Excel workbook as a Web page.

• File\Save as Web Page